Mutual Fund Management Co

Mutual Fund Management Co (CRD# 107538) is a financial advisory firm headquartered in Troy, MI. They manage $188,658,500 in 277 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $681,078
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Mutual Fund Management Co
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth L. Klegon
CRD#: 1139339
888 W Big Beaver, Ste 890, Troy, MI 48084
96
Wealthminder
score

Kenneth Klegon (CRD# 1139339) is an Investment Advisor Representative working at Mutual Fund Management Co in Troy, MI and has over 33 years of experience in the finance industry. Kenneth Klegon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Frank S. Arvai
CRD#: 4363727
888 W Big Beaver, Ste 890, Troy, MI 48084
90
Wealthminder
score

Frank Arvai (CRD# 4363727) is an Investment Advisor Representative working at Mutual Fund Management Co in Troy, MI and has 1 year of experience in the finance industry. Frank Arvai has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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